| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,694 | $250,418.99 | $269,079.3 | $18,660.31 | 7.45% |
Brian Dechow SWAN Capital LLC | 288 | $2,787.73 | $8,913.6 | $6,125.87 | 219.74% |
Anne Hudick Fee-Only Financial Planning, L.C. | 9,945 | $286,615 | $307,797.75 | $21,182.75 | 7.39% |
Bert D. Barre Colonial Trust Co. / SC | 547 | $6,259.62 | $16,929.65 | $10,670.03 | 170.46% |
Victoria Latham Fiduciary Alliance LLC | 8,091 | $232,736.88 | $250,416.45 | $17,679.57 | 7.6% |
Loni Adams Daymark Wealth Partners LLC | 9,267 | $124,148.38 | $286,813.65 | $162,665.27 | 131.02% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 15,621 | $449,355.57 | $483,469.95 | $34,114.38 | 7.59% |
| YG Youse Guia DoubleLine ETF Adviser LP | 95,302 | $786,241.62 | $2.95M | $2.16M | 275.15% |
Sheryl Stephens Stephens Consulting LLC | 401 | $5,260.65 | $12,410.95 | $7,150.3 | 135.92% |
| BP Brett Pohl Kingdom Financial Group LLC | 42 | $1,198.07 | $1,299.9 | $101.83 | 8.5% |
Sue Oleari Trifecta Capital Advisors LLC | 12 | $320 | $371.4 | $51.4 | 16.06% |
Bree Pate Olisti Co. Wealth LLC | 408 | $11,759 | $12,627.6 | $868.6 | 7.39% |
Loren Sauer Slotnik Capital LLC | 480,000 | $13.83M | $14.86M | $1.02M | 7.39% |
Bepin Serraj Richard W. Paul & Associates LLC | 4 | $50.17 | $123.8 | $73.63 | 146.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 72 | $682.68 | $2,228.4 | $1,545.72 | 226.42% |
Darren Tapley New England Capital Financial Advisors LLC | 3,124 | $29,320.54 | $96,687.8 | $67,367.26 | 229.76% |
Moises Valladares Insigneo Advisory Services LLC | 7,838 | $225,370.47 | $242,586.1 | $17,215.63 | 7.64% |
Michael Radoff LGT Financial Advisors LLC | 1 | $11.47 | $30.95 | $19.48 | 169.83% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 112 | $1,061.09 | $3,466.4 | $2,405.31 | 226.68% |
Ira Ravitz Beverly Hills Private Wealth LLC | 9,557 | $254,790 | $295,789.15 | $40,999.15 | 16.09% |